Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. Or verify that you have Read and Write privileges on all record types that are customizable.

If you want the document libraries and folders to be created, specify a valid SharePoint site URL, and make sure the SharePoint site has the Microsoft Dynamics CRM List Component for SharePoint Server installed. Note, this will also work if you specify a SharePoint Online site URL.

The remaining steps assume that the specified site is on SharePoint Server 2010 or SharePoint Server 2013 and the site collection for this site has the Microsoft Dynamics CRM List Component installed.

By default, a folder for each record is created under the corresponding document library for the entity. For example, for an opportunity record “100 Bikes”, a document library “opportunity” is created, and in it, a folder “100 Bikes<entityGUID>” is created. The path is ../opportunity/100 Bikes<entityGUID>.

To have the folders created under the parent account or contact, select the Based on entity check box. In the list next to the check box, choose Account or Contact.

When you select this option, the folders are created under the related account or contact folder.

The structure is:.../account/Margie's Travel/opportunity/100 Bikes<entityGUID> where “account” is the document library for the referenced entity that you selected from the list, and “Margie's Travel” is the folder for the referenced record of the selected entity, which in this case it the Opportunity entity.

Click Next.

Microsoft Dynamics 365 creates document libraries for the selected entities on SharePoint. Microsoft Dynamics 365 also creates the corresponding document location records that contain the links to these document libraries. The Document Management Settings wizard shows the creation status of the document libraries.